Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$1.89M ﹤0.01%
53,833
-11,274
2877
$1.88M ﹤0.01%
209,366
+17,674
2878
$1.87M ﹤0.01%
58,031
+257
2879
$1.87M ﹤0.01%
18,009
+77
2880
$1.87M ﹤0.01%
312,624
-61,753
2881
$1.86M ﹤0.01%
18,821
+253
2882
$1.85M ﹤0.01%
+24,421
2883
$1.85M ﹤0.01%
261,121
+65
2884
$1.85M ﹤0.01%
12,619
+115
2885
$1.85M ﹤0.01%
297,515
-64,620
2886
$1.84M ﹤0.01%
37,021
-910,693
2887
$1.84M ﹤0.01%
28,634
+6,303
2888
$1.84M ﹤0.01%
23,970
-3,043
2889
$1.84M ﹤0.01%
37,960
+447
2890
$1.84M ﹤0.01%
62,476
-11,602
2891
$1.83M ﹤0.01%
39,530
+519
2892
$1.83M ﹤0.01%
+75,341
2893
$1.83M ﹤0.01%
39,118
-13,609
2894
$1.83M ﹤0.01%
424,182
+112,974
2895
$1.83M ﹤0.01%
20,961
-654
2896
$1.83M ﹤0.01%
88,644
-849
2897
$1.82M ﹤0.01%
323,273
-76,721
2898
$1.82M ﹤0.01%
101,739
+47,111
2899
$1.82M ﹤0.01%
74,645
-11,596
2900
$1.82M ﹤0.01%
100,577
+552